We are live on ! Find out more
SURE icon

AdvisorShares Insider Advantage ETF

33 hedge funds and large institutions have $14.3M invested in AdvisorShares Insider Advantage ETF in 2018 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 3 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

21.61% more ownership

Funds ownership: 0%21.61% (+22%)

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

3% more funds holding

Funds holding: 3233 (+1)

5% less capital invested

Capital invested by funds: $15.1M → $14.3M (-$814K)

77% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 13

Holders
33
Holders Change
+1
Holders Change %
+3.13%
% of All Funds
0.74%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
3
Reduced
13
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$1.67M +$1.82M +28,285 +18,609%
Morgan Stanley
2
Morgan Stanley
New York
$1.58M -$1.02M -15,876 -37%
HighTower Advisors
3
HighTower Advisors
Illinois
$1.56M -$21.7K -336 -1%
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$1.42M -$55.6K -862 -3%
LPL Financial
5
LPL Financial
California
$1.13M -$194K -3,004 -13%
Citadel Advisors
6
Citadel Advisors
Florida
$1.03M +$157K +2,441 +16%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$1.02M +$1.13M +17,455 New
PCG
8
Private Capital Group
Connecticut
$999K -$12.6K -196 -1%
Jane Street
9
Jane Street
New York
$540K +$595K +9,229 New
AIC
10
Ameritas Investment Company
Nebraska
$485K +$535K +8,288 New
AA
11
Ancora Advisors
Ohio
$476K +$524K +8,127 New
IA
12
IFP Advisors
Florida
$382K
RJA
13
Raymond James & Associates
Florida
$331K -$3.03K -47 -0.8%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$319K -$247K -3,835 -41%
Stifel Financial
15
Stifel Financial
Missouri
$257K -$33.9K -525 -11%
MIM
16
Miller Investment Management
Pennsylvania
$217K
SMFS
17
Squar Milner Financial Services
California
$214K -$149K -2,317 -39%
UBS Group
18
UBS Group
Switzerland
$182K -$396K -6,134 -66%
FHA
19
Flagship Harbor Advisors
Massachusetts
$134K
Citigroup
20
Citigroup
New York
$120K
Bank of Montreal
21
Bank of Montreal
Ontario, Canada
$70K +$77.4K +1,200 New
AG
22
Advisor Group
Arizona
$38K -$9.68K -150 -19%
Wells Fargo
23
Wells Fargo
California
$29K -$24K -372 -43%
CAPTRUST Financial Advisors
24
CAPTRUST Financial Advisors
North Carolina
$18K
PB
25
Pinnacle Bancorp
Nebraska
$16K +$17.7K +275 New

SURE Hedge Fund Activity: Q4 2018 in Review

33 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in AdvisorShares Insider Advantage ETF (SURE) for Q4 2018, worth a combined $14.3M — down 5.4% from $15.1M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new SURE positions and 5 closed out — a net gain of 1 holder — while 3 added to existing stakes and 13 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $1.82M. The largest seller was Morgan Stanley, cutting an estimated $1.02M.

  • 33 institutional investors held AdvisorShares Insider Advantage ETF (SURE) as of Q4 2018, up from 32 in Q3 2018.
  • Funds reported $14.3M of AdvisorShares Insider Advantage ETF stock for Q4 2018, down 5.4% quarter-over-quarter.
  • 6 funds opened new AdvisorShares Insider Advantage ETF positions in Q4 2018 and 5 closed out, a net change of +1 holder.
  • The largest AdvisorShares Insider Advantage ETF buyer in Q4 2018 was Royal Bank of Canada, an estimated $1.82M added.
  • The largest AdvisorShares Insider Advantage ETF seller in Q4 2018 was Morgan Stanley, an estimated $1.02M sold.

Based on aggregated 13F filings for Q4 2018.